1月30日证券之星午间消息汇总：央行出手！公开市场净投放3525亿元

Macro News - The central bank conducted a net injection of 352.5 billion yuan today through a 4.775 trillion yuan reverse repurchase operation at a rate of 1.40%, maintaining the previous rate [1] - The National Bureau of Statistics plans to improve the statistical system conducive to the construction of a unified market by 2026, focusing on enhancing statistical monitoring in various sectors [1] - President Trump declared a national emergency, threatening to impose tariffs on goods from countries supplying oil to Cuba [1] Industry News - Shanghai announced plans to build a commercial aerospace industry worth 100 billion yuan in the Minhang district, aiming for a total industry scale of around 100 billion yuan by 2027 [2] - The "Rocket Star City" will cover an area of approximately 9.3 square kilometers, focusing on the entire chain of commercial aerospace from R&D to application [2] - China has achieved a breakthrough in ground-space laser communication with a speed of 120 Gbps, marking a significant advancement in its business application capabilities [3] - The European chemical industry is facing severe pressure, with a reported closure of 37 million tons of capacity, representing 9% of total capacity, and a drastic reduction in annual investments [4] Sector Insights - UBS maintains a bullish outlook on gold, raising its price targets for March, June, and September 2026 to $6,200 per ounce, with a year-end forecast of $5,900 per ounce [5] - Galaxy Securities highlights lithium as a key mineral for energy transition, predicting a long-term positive trend despite short-term oversupply expectations [5] - Aijian Securities notes that the current price increase cycle is driven by dual demand from servers and smartphones, with AI server demand expected to remain strong [5]